CPGvision by PSignite

Fantastic TPM Solution

Since signing on w/them, CPGTB has been an integral part in how we do our business. The solution has allowed us to gain an even better understanding of our business through an easy to use interface mixed w/an integrative approach to Trade Management. We have been able to easily manage our Deductions through seamlessly tying them to their respective plans and ensuring every dollar is tied to the right place. Planning our businesses have never been any easier (no more 100's of excel lines!) and the calendar functionality makes it very easy to navigate an accounts entire plan throughout the year. Lastly, the system provides MANY different ways to cut your data in reporting allowing you to look at your business in ways you may not have been familiar w/before. Customer service is amazing and the team is always up for any challenge you may have for them ensuring that your needs are met for how you go about your business respectively. The more effort you put into this tool and use it for all its capabilities, the more you will get out of it. Take it from us, it's worth the investment.

CPG Toolbox - Customer Service

If you take the time to read the comments the reasons why CPG Toolbox is a game changer for those of us in a sales driven role. I am not going to talk about that. I am going to talk about the work involved in setting up your organization for success. The user interface of CPG Toolbox is simple and intuitive, which is good for those of us who seem to shoot 1st and ask questions later. The business of setting up CPG Toolbox is a messy and complicated process (because of the massive amounts of Data needed), but the Customer Success team has the patience of Ward & June Cleaver. They are able to troubleshoot just about every question, comment or issue that may arise from your organization. when You add to the fact they are willing to take the time to show, explain and teach you how to correct the problem moving forward. This really helps with the anxiety of onboarding another layer of administrative duties for your sales staff. *CLIFF NOTES* Connie Whitehouse ROCKS!

Outstanding Trade Management Solution

Our company has been a user of the tool for 2 years. It has allowed us to more effectively manage trade spend and minimize "surprises" to our trade budget. We use brokers in our sales network and CPGToolbox has allowed our brokers to have immediate access to their trade budgets, estimated spend and results. . The tool is also used to manage our deductions. We have reduced our outstanding deduction from over $1.2M to less than $200K with very few deduction outstanding for more than 60 days. The team at CPGToolbox is wonderful to work with. They are responsive and work to find solutions specific to your needs. I would recommend this tool if your are searching for a way to better manage your trade dollars and customer deductions.

Solid trade management solution

Overall, we've had a good experience with CPG Toolbox. It is a robust solution for the investment. As we grow our business, CPG Toolbox will be able to expand with us. The platform has allowed for a great deal of customization and it's allowed us to build a trade planning foundation that we can expand to multiple brands. The support we receive from CPG Toolbox is outstanding. They always go above and beyond to help keep our system up and running. Like any other system, the more time you invest in it to make it work, the more return you'll get from the investment.

Great TPM solution with the full integration into Sales Force

The solution is the best of both worlds, a product the was created from the ground up by experts in the field that know trade spend, plus the integration to full Sales Force background and data. We were able to implement this solution to track our trade spend across the enterprise and at the same time integrate the promotional spend and dates with our account management. The combination of TPM with SalesForce is powerful and launches SalesForce as your customer platform. Of course there are some tweaking to get it right, but working with Rick, Mark and team has been great and they have been responsive..

A Solution out of the box to meet most of your needs, with the expertise to customize

When looking for a trade spend solution you want to take so many factors into consideration, does the solution work for me, does it meet my use cases, what can it do and can't do, how will it interact with other data.... and how to get adoption from a sales organization. Once you get the basics down, you really want this to live in your sales platform (which many turned to Salesforce.com for). To make the right choice, can my trade spend system talk to my CRM, my Retail Execution team, my Sales Performance solution... and if you choose CPGToolbox, the answer is yes. I have been impressed by Rick and Mark (and their team) to deliver the right solution and experience my organization. I would highly recommend this solution and those who stand behind it.

Fantastic, Flexible, Dynamic tool to help kick your business up a gear

Prior to CPG toolbox, our trade promotions were planned through endless spreadsheets, providing disjointed, outdated information and leading to incorrect decisions being made. following the implementation, our organization has found efficiencies not only in this, but also planning, forecasting, deduction management and more thanks to the cloud based, always live nature of the tool. The flexibility of the app to bend with the needs of our business has led to a highly personalized and specialized tool that the business would be lost without!

Effectively Track Trade Promotions and Settlements with one convenient solution!

“As a Business Systems Analyst – I have worked with CPG Toolbox for our company’s Trade Promotion needs. The system has been great in allowing us to effectively track trade spend and plan our promotions with ease. The settlement process has saved significant time in allowing us to efficiently create and distribute our credit memo’s and track deductions. The reporting feature is very user friendly and has allowed us to provide our finance team with up to date trade spend reports. CPG Toolbox provides exceptional support, guidance, and product enhancements. They have been very understanding of our business needs and have incorporated some of our requests into their core product. The CPG Toolbox solution permitted us to replace two different 3rd party trade applications with a single Salesforce solution to track all of our trade spend events. We achieved an overall cost and manpower savings while gaining significant planning and reporting functionality. CPG Toolbox has been a profitable partnership."

Time Saving, Elimination of Duplication, Enjoyable

As the Trade Promotion Analyst, CPG has provided me with many benefits. 1. One place to record deductions/cheque request by account with the capability to attach the debit/invoice 2. Reports that can be pulled relating to deductions in various ways (open, closed, or where in the approval flow they are sitting) 3. Reports show the deductions aging used for month end reporting to finance 4. Reps can pull their own reports for just their accounts at any time 5. Month end reports showing all closed items to balance back to our financial system 6. The reports have made it easier for me to provide financial clearing information to my AR department 7. All supporting documentation for the deduction or cheque request can be attached and is maintained in one place 8. Chatter and Following an item has been a great way for reps to keep me informed if they are disputing a debit, I can then in turn advise AR why we are not clearing the deduction 9. Tying a payment directly to a specific program and being able to track this in the system Before CPG an excel file had to be maintained by myself for the recording of all deductions. A separate system was used to process and clear the deductions or request the cheques. No reports could be pulled to see where in the process we were sitting. When deductions were cleared I would have to manually remove them from one tab on excel to a closed tab. The reps would also keep track of their payments separately on their own excel reports against various programs. With the reports they can retrieve in CPG they no longer need to do this. I believe CPG has provided time saving benefits for both myself in finance and the reps and has eliminated duplication in many ways. As for my contacts at CPG – they are great to work with, patient, understanding, try to accommodate your needs, and give you guidance. Truly enjoy working with them.